ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 333 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,746 | +0.3% | 35 | 0.0% | 0.00% | – |
| Q2 2023 | $1,740 | +0.2% | 35 | 0.0% | 0.00% | – |
| Q1 2023 | $1,736 | +0.7% | 35 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $1,724 | -13.8% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | – | 35 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 2,060,323 | $101,492,000 | 27.17% |
| Columbia Trust Co 01012016 | 502,489 | $24,753,000 | 13.98% |
| Bramshill Investments, LLC | 1,986,770 | $97,868,000 | 13.88% |
| RETIREMENT CAPITAL STRATEGIES | 440,696 | $21,709,000 | 9.93% |
| Clearwater Capital Advisors, LLC | 1,183,483 | $58,298,000 | 8.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1,398,429 | $68,887,000 | 6.54% |
| EP Wealth Advisors, LLC | 5,668,677 | $279,239,000 | 6.33% |
| Rosenberg Matthew Hamilton | 304,861 | $15,017,000 | 5.81% |
| UBP Investment Advisors SA | 192,152 | $9,470,000 | 4.88% |
| Kore Private Wealth LLC | 531,103 | $26,162,000 | 4.73% |